Event Scheduled

Strategic Workshop: ESOPs – A Tax Advantage Ownership Transition Strategy for Family Businesses

Thursday May 29, 2025 12:00 PM EDT
Cost: $35
Disclaimer: All prices are current as of the posting date and are subject to change. Please check the venue or ticket sales site for the current pricing.

From the venue:

About this Event


Cox Family Enterprise Center


View map







Add to calendar

















3495 Campus Loop Rd NW, Kennesaw, GA 30144

https://epay.kennesaw.edu/C20923_ustores/web/product_detail.jsp?PRODUCTID=2975


#workshop, family business




View map







Add to calendar


ESOPs – A Tax Advantage Ownership Transition Strategy for Family Businesses

An Employee Stock Ownership Plan (ESOP) can be a powerful tool for family businesses looking to ensure a smooth transition of ownership, strengthen employee loyalty, and preserve the family legacy. ESOPs foster growth by incentivizing employees, preserving the family legacy by keeping ownership within the company, and helping ease family transitions by offering an organized method for ownership change.

While it provides tax advantages and facilitates succession planning, it requires careful planning and communication to ensure its successful implementation. When done right, an ESOP can help secure both the future of the company and the financial well-being of both family members and employees.

Join Will Lee of Applied Economics and learn how ESOPs can be a valuable tool for family-owned businesses including:


Facilitating Succession Planning
Retaining and Motivating Employees
Providing Liquidity to Family Owners

More information

At

Coming Soon
Lower Administration (B) Building 900 Hornet Loop Road
Marietta, GA 30060
(470) 578-6000
neighborhood:
venue